SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q2 2025 (June 30)393holders +12
31new positions
22sold out
3famous investors
$85.18avg. 13F price*
At the end of Q2 2025, 393 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 12 from Q1 2025. 31 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($156.3M), Financial Engines Advisors L.L.C. ($118.9M) and NorthRock Partners, LLC ($92.9M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $26.5M |
| Exits | 22 | $32.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,119,147 shares bought and 5,952,048 shares sold, net −4,832,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| LPL Financial LLC | 0.05% | Reduce -1.5% | 1,799,016 | $156.3M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +1.4% | 1,368,507 | $118.9M |
| NorthRock Partners, LLC | 2.42% | Add +4.7% | 1,069,712 | $92.9M |
| AE Wealth Management LLC | 0.47% | Add +1.1% | 739,745 | $64.3M |
| Stifel Financial Corp. | 0.05% | Reduce -51.3% | 578,603 | $50.3M |
| Benjamin Edwards Inc. | 0.54% | Reduce -52.1% | 490,897 | $42.6M |
| FAS Wealth Partners, Inc. | 3.08% | Add +4.1% | 479,764 | $41.7M |
| Morgan Stanley | 0.00% | Reduce -17.5% | 474,093 | $41.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -40.8% | 455,592 | $39.6M |
| Raymond James Financial Inc. | 0.01% | Add +15.1% | 397,080 | $34.5M |
| First National Trust Co | 1.13% | Add +4.7% | 347,143 | $30.2M |
| Klingman & Associates, LLC | 1.57% | Add +8.2% | 327,619 | $28.5M |
| Bank of America Corp. | 0.00% | Add +0.9% | 321,612 | $27.9M |
| Rehmann Capital Advisory Group | 1.67% | Add +9.5% | 316,642 | $27.5M |
| HighTower Advisors, LLC | 0.03% | Add +14.2% | 311,333 | $27.0M |
| GHP Investment Advisors, Inc. | 1.19% | Add +3.1% | 308,112 | $26.8M |
| Private Advisor Group, LLC | 0.12% | Add +2.9% | 262,796 | $22.8M |
| Ameriprise Financial Inc. | 0.01% | Add +9.8% | 249,235 | $21.7M |
| Wells Fargo & Company | 0.00% | Reduce -32.9% | 246,029 | $21.4M |
| Convergence Financial, LLC | 3.67% | Add +6.4% | 245,665 | $21.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.1% | 237,040 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.6% | 232,927 | $20.2M |
| Jones Financial Companies LLLP | 0.01% | Add +33.9% | 225,993 | $19.6M |
| Avantax Planning Partners, Inc. | 0.60% | Add +1.4% | 218,441 | $19.0M |
| Confluence Investment Management LLC | 0.25% | Reduce -53.0% | 207,668 | $18.0M |
| Shakespeare Wealth Management, LLC | 4.72% | Add +2.7% | 203,991 | $17.7M |
| Rodgers & Associates, LTD | 1.85% | Reduce -0.3% | 194,199 | $16.9M |
| McAdam, LLC | 0.89% | Reduce -2.6% | 187,998 | $16.3M |
| Mariner, LLC | 0.02% | Reduce -7.7% | 152,228 | $13.2M |
| Truist Financial Corp. | 0.02% | Add +1.1% | 150,017 | $13.0M |
| Corient Private Wealth LP | 0.02% | Add +2.3% | 148,326 | $12.9M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -1.8% | 140,262 | $12.2M |
| KWB Wealth | 1.47% | Reduce -4.3% | 151,785 | $12.1M |
| Balanced Wealth Group LLC | 5.23% | Add +13.5% | 135,802 | $12.1M |
| SFG Wealth Management, LLC. | 7.17% | Add +4.4% | 136,654 | $11.9M |
| Tiaa Trust, National Association | 0.03% | Reduce -11.2% | 126,078 | $11.0M |
| Signet Financial Management, LLC | 1.32% | Reduce -7.9% | 120,659 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +14.2% | 113,174 | $9.7M |
| Integrated Capital Management, LLC | 4.36% | Add +5.5% | 103,562 | $9.1M |
| JNBA Financial Advisors | 0.86% | Reduce -7.4% | 103,453 | $9.0M |
| ERn Financial, LLC | 1.77% | Reduce -8.6% | 96,785 | $8.4M |
| UBS Group AG | 0.00% | Reduce -0.5% | 91,824 | $8.0M |
| WCG Wealth Advisors LLC | 0.48% | Add +4.7% | 85,390 | $7.4M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -40.9% | 83,255 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 82,464 | $7.2M |
| Marathon Mission, Inc. | 4.34% | Add +62.2% | 78,602 | $6.8M |
| Goldstone Financial Group, LLC | 0.87% | Add +1.4% | 74,658 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -97.3% | 74,225 | $6.4M |
| Obsidian Personal Planning Solutions LLC | 2.58% | Add +3.2% | 73,385 | $6.4M |
| WealthShield Partners, LLC | 0.77% | Add +3.1% | 73,154 | $6.4M |
| Prestige Wealth Management Group LLC | 1.27% | Add +0.8% | 71,502 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.4% | 69,608 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +10.2% | 69,103 | $6.0M |
| Diligent Investors, LLC | 1.35% | Reduce -7.3% | 65,734 | $5.7M |
| Chicago Partners Investment Group LLC | 0.16% | Add +11.5% | 62,758 | $5.6M |
| Prospera Financial Services Inc | 0.10% | Add +926.5% | 63,047 | $5.5M |
| Cordatus Wealth Management LLC | 1.33% | New | 62,225 | $5.4M |
| Councilor Wealth, LLC | 2.49% | Reduce -2.3% | 61,327 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.7% | 58,121 | $5.0M |
| Financial Advocates Investment Management | 0.39% | Reduce -17.6% | 55,022 | $4.8M |
| Total Wealth Planning, LLC | 0.59% | Reduce -0.5% | 53,914 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +28.2% | 53,328 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 51,729 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.6% | 51,306 | $4.5M |
| Waller Financial Planning Group, Inc. | 1.07% | Add +21.8% | 50,848 | $4.4M |
| Syntegra Private Wealth Group, LLC | 0.44% | Reduce -1.3% | 49,932 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.0% | 49,927 | $4.3M |
| Capital Analysts, LLC | 0.14% | Add +152.3% | 48,535 | $4.2M |
| Koss-Olinger Consulting, LLC | 0.33% | Reduce -15.1% | 46,708 | $4.1M |
| Cetera Investment Advisers | 0.01% | Reduce -64.2% | 46,637 | $4.1M |
| IAG Wealth Partners, LLC | 0.51% | Add +133.9% | 44,535 | $3.9M |
| Kingsview Wealth Management, LLC | 0.07% | Add +0.6% | 44,518 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.3% | 43,380 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +2.6% | 42,460 | $3.7M |
| Redhawk Wealth Advisors, Inc. | 0.46% | New | 42,444 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Add +13.8% | 41,547 | $3.6M |
| Cwm, LLC | 0.01% | Add +9.8% | 35,261 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +2.1% | 35,144 | $3.1M |
| GAMCO Investors | 0.03% | New | 34,423 | $3.0M |
| Moneco Advisors, LLC | 0.27% | Add +46.5% | 33,929 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +5.3% | 33,915 | $2.9M |
| Pinnacle Family Advisors, LLC | 1.42% | New | 33,739 | $2.9M |
| Creative Planning | 0.00% | Reduce -1.4% | 32,810 | $2.9M |
| Koshinski Asset Management, Inc. | 0.21% | Reduce -3.8% | 32,207 | $2.8M |
| Courage Miller Partners, LLC | 0.88% | Add +6.7% | 31,796 | $2.8M |
| Occidental Asset Management, LLC | 0.37% | Add +5.6% | 30,993 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +26.5% | 30,860 | $2.7M |
| Bill Few Associates, Inc. | 0.73% | Add +141.3% | 29,689 | $2.6M |
| Investors Research Corp | 0.50% | Reduce -0.1% | 29,446 | $2.6M |
| Pacific Sun Financial Corp | 1.32% | Add +0.3% | 29,004 | $2.5M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -82.0% | 28,610 | $2.5M |
| Wealth Watch Advisors, INC | 1.43% | New | 28,525 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +2.6% | 28,071 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.31% | Add +50.3% | 27,531 | $2.4M |
| Heritage Wealth Management, Inc. | 1.68% | Add +6.5% | 25,541 | $2.2M |
| Bristlecone Advisors, LLC | 0.19% | Reduce -11.9% | 25,531 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +1.2% | 25,431 | $2.2M |
| GTS Securities LLC | 0.09% | New | 23,814 | $2.1M |
| AlphaStar Capital Management, LLC | 0.14% | Add +35.0% | 23,593 | $2.0M |
| Linscomb Wealth, Inc. | 0.09% | Reduce -4.8% | 23,172 | $2.0M |
| Barden Capital Management, Inc. | 1.70% | Reduce -0.5% | 22,273 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 21,983 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 21,823 | $1.9M |
| Spire Wealth Management | 0.07% | Add +272.4% | 21,619 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.11% | Add +6.8% | 21,275 | $1.8M |
| Asset Management Group, Inc. | 0.32% | Add +0.2% | 21,133 | $1.8M |
| GEN Financial Management, INC. | 1.49% | Add +474.9% | 21,043 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -1.9% | 20,429 | $1.8M |
| World Investment Advisors | 0.04% | Add +2.6% | 19,470 | $1.7M |
| Centennial Wealth Advisory LLC | 0.52% | Add +30.7% | 18,853 | $1.6M |
| Sage Financial Group Inc. | 0.12% | Reduce -2.0% | 18,459 | $1.6M |
| Key Financial Inc | 0.32% | Reduce -0.2% | 18,458 | $1.6M |
| MAI Capital Management | 0.01% | Add +23.9% | 18,455 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -6.4% | 18,434 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.2% | 18,017 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.81% | Reduce -6.0% | 18,096 | $1.6M |
| Destiny Capital Corp | 0.94% | Add +2.6% | 18,033 | $1.6M |
| Florida Financial Advisors, LLC | 0.38% | Reduce -19.3% | 17,561 | $1.5M |
| Townsquare Capital LLC | 0.15% | Reduce -81.3% | 17,624 | $1.5M |
| Salomon & Ludwin, LLC | 0.15% | Add +11.2% | 17,197 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +0.2% | 17,305 | $1.5M |
| Comerica Bank | 0.01% | Reduce -16.0% | 17,064 | $1.5M |
| Broadview Financial Management, LLC | 0.96% | Add +0.8% | 16,238 | $1.4M |
| Visionary Wealth Advisors | 0.07% | Reduce -51.1% | 16,022 | $1.4M |
| CWA Asset Management Group, LLC | 0.06% | Reduce -7.3% | 15,748 | $1.4M |
| Composition Wealth, LLC | 0.02% | Reduce -2.9% | 15,661 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.6% | 15,578 | $1.4M |
| Capital Squared Financial LLC | 1.56% | — | 15,381 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.64% | Add +14.0% | 15,206 | $1.3M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -10.0% | 15,162 | $1.3M |
| Twelve Points Wealth Management LLC | 0.35% | No change | 15,148 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Add +3.0% | 14,618 | $1.3M |
| LTG Capital LLC | 1.05% | Add +3.8% | 14,160 | $1.2M |
| Wambolt & Associates, LLC | 0.41% | Reduce -1.9% | 13,832 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.7% | 13,713 | $1.2M |
| Mgo One Seven LLC | 0.04% | Reduce -8.5% | 12,924 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -4.3% | 12,922 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.0% | 12,800 | $1.1M |
| YHB Investment Advisors, Inc. | 0.09% | Add +4.5% | 12,786 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -0.5% | 12,486 | $1.1M |
| New England Capital Financial Advisors LLC | 0.49% | Add +7.0% | 12,333 | $1.1M |
| Parcion Private Wealth LLC | 0.08% | Reduce -94.0% | 12,258 | $1.1M |
| Payne Capital Management, LLC | 0.41% | Add +22.7% | 12,112 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -6.6% | 11,935 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 11,810 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +0.0% | 11,801 | $1.0M |
| Lewis Asset Management, LLC | 0.47% | Reduce -0.1% | 11,471 | $997K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.3% | 11,339 | $985K |
| SCS Capital Management LLC | 0.01% | Reduce -23.3% | 11,301 | $982K |
| Principal Securities, Inc. | 0.02% | Reduce -74.2% | 11,285 | $980K |
| Beam Wealth Advisors, Inc. | 0.28% | New | 10,804 | $939K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +69.7% | 10,803 | $938K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -32.0% | 10,783 | $937K |
| Elevated Capital Advisors, LLC | 0.26% | No change | 11,512 | $915K |
| Portside Wealth Group, LLC | 0.14% | Reduce -2.0% | 10,515 | $913K |
| IFP Advisors, Inc | 0.03% | Add +139.5% | 10,229 | $889K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -36.3% | 10,108 | $878K |
| Fairscale Capital, LLC | 0.62% | Reduce -1.3% | 9,533 | $846K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 9,692 | $842K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.7% | 9,636 | $837K |
| IHT Wealth Management, LLC | 0.02% | Add +0.5% | 9,589 | $833K |
| Apexium Financial, LP | 0.04% | Reduce -19.8% | 9,587 | $833K |
| Calton & Associates, Inc. | 0.14% | New | 9,506 | $826K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Add +0.0% | 9,274 | $821K |
| Moloney Securities Asset Management, LLC | 0.10% | Reduce -22.6% | 9,388 | $816K |
| PFG Advisors | 0.04% | Reduce -7.5% | 9,354 | $813K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -32.5% | 9,267 | $805K |
| Milestone Asset Management Group, LLC | 0.59% | Add +0.1% | 9,142 | $794K |
| LexAurum Advisors, LLC | 0.13% | Add +38.9% | 9,111 | $792K |
| XY Planning Network, Inc. | 0.27% | New | 8,983 | $780K |
| Advisor OS, LLC | 0.08% | Add +213.0% | 8,970 | $779K |
| FMR LLC | 0.00% | Add +6.6% | 8,903 | $773K |
| Global Retirement Partners, LLC | 0.02% | — | 8,881 | $772K |
| Inspirion Wealth Advisors, LLC | 0.10% | Add +15.7% | 8,837 | $768K |
| Brady Martz Wealth Solutions, LLC | 0.15% | Reduce -33.2% | 8,782 | $763K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.6% | 8,739 | $759K |
| Bank of Montreal | 0.00% | Reduce -23.9% | 8,386 | $728K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -4.3% | 8,151 | $708K |
| Willner & Heller, LLC | 0.58% | Add +1.1% | 7,977 | $693K |
| Nwam LLC | 0.04% | Add +3.3% | 7,915 | $691K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 7,939 | $690K |
| Tounjian Advisory Partners, LLC | 0.13% | Reduce -3.6% | 8,604 | $684K |
| Focus Financial Network, Inc. | 0.03% | Reduce -13.2% | 7,778 | $676K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,592 | $660K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.0% | 7,573 | $658K |
| Denver Wealth Management, Inc. | 0.27% | Reduce -8.8% | 7,412 | $644K |
| KPP Advisory Services LLC | 0.10% | Add +1.1% | 7,306 | $635K |
| Condor Capital Management | 0.05% | Add +0.3% | 7,265 | $631K |
| Mystic Asset Management, Inc. | 0.15% | Reduce -1.4% | 7,100 | $617K |
| Swmg, LLC | 0.21% | Add +79.8% | 6,802 | $613K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +31.0% | 7,032 | $611K |
| Net Worth Advisory Group | 0.13% | New | 6,975 | $606K |
| Atria Investments, Inc | 0.01% | Reduce -31.1% | 6,946 | $603K |
| Wrapmanager Inc. | 0.14% | Add +4.6% | 6,775 | $589K |
| Signal Advisors Wealth, LLC | 0.05% | New | 6,724 | $584K |
| Avestar Capital, LLC | 0.04% | Reduce -27.1% | 6,590 | $572K |
| Cerity Partners LLC | 0.00% | Reduce -18.9% | 6,393 | $555K |
| Resonant Capital Advisors, LLC | 0.04% | New | 6,330 | $550K |
| Acas, LLC | 0.37% | Add +4.1% | 6,049 | $548K |
| Flagstar Securities, Inc. | 0.15% | Add +11.6% | 6,188 | $538K |
| Grey Ledge Advisors, LLC | 0.13% | Reduce -18.0% | 6,123 | $532K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -10.8% | 6,024 | $523K |
| Salem Investment Counselors Inc. | 0.02% | No change | 6,000 | $521K |
| Clear Point Advisors Inc. | 0.42% | Add +0.1% | 5,801 | $504K |
| Advisors Capital Management, LLC | 0.01% | Reduce -5.4% | 5,739 | $499K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 5,701 | $495K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -4.0% | 5,694 | $495K |
| KDK Private Wealth Management, LLC | 0.52% | Reduce -0.7% | 5,598 | $486K |
| Flagship Private Wealth, LLC | 0.21% | Add +1.3% | 5,583 | $485K |
| Independent Advisor Alliance | 0.01% | Add +34.5% | 5,567 | $484K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -5.0% | 5,515 | $479K |
| Blair William & Co. | 0.00% | Add +0.3% | 5,475 | $476K |
| Financial Network Wealth Advisors LLC | 0.57% | Reduce -13.2% | 5,356 | $465K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -4.7% | 5,355 | $465K |
| Norden Group LLC | 0.05% | Add +36.9% | 5,191 | $451K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.4% | 5,176 | $450K |
| Arkadios Wealth Advisors | 0.01% | Add +11.7% | 5,174 | $450K |
| Allworth Financial LP | 0.00% | Reduce -14.1% | 5,071 | $441K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 4,967 | $432K |
| First Pacific Financial | 0.06% | Reduce -15.1% | 4,897 | $425K |
| Creekside Partners | 0.20% | Add +0.2% | 4,846 | $421K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.2% | 4,833 | $420K |
| Csenge Advisory Group | 0.02% | Reduce -2.6% | 4,942 | $416K |
| OneAscent Financial Services LLC | 0.03% | Reduce -11.8% | 4,664 | $408K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.6% | 4,621 | $401K |
| Jane Street Group, LLC | 0.00% | Reduce -1.2% | 4,611 | $401K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -84.3% | 4,505 | $391K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +2.8% | 4,495 | $391K |
| Intrepid Financial Planning Group LLC | 0.16% | Reduce -7.1% | 4,493 | $390K |
| Compound Planning, Inc. | 0.01% | Reduce -0.0% | 4,430 | $385K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | Reduce -7.3% | 4,405 | $383K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 4,377 | $380K |
| Motive Wealth Advisors | 0.17% | Add +56.8% | 4,354 | $378K |
| Sigma Planning Corp | 0.01% | Add +8.6% | 4,346 | $378K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 367,706 | $376K |
| Choreo, LLC | 0.01% | Add +3.7% | 4,290 | $373K |
| Drive Wealth Management, LLC | 0.08% | Add +3.5% | 4,220 | $367K |
| Able Wealth Management LLC | 0.18% | New | 4,197 | $365K |
| Maltin Wealth Management, Inc. | 0.16% | Add +0.2% | 4,133 | $359K |
| Thrive Capital Management, LLC | 0.11% | New | 4,030 | $350K |
| CAP Partners, LLC | 0.21% | Reduce -16.6% | 3,930 | $341K |
| Baird Financial Group, Inc. | 0.00% | New | 3,903 | $339K |
| True Vision MN LLC | 0.18% | Add +0.1% | 3,845 | $334K |
| Root Financial Partners, LLC | 0.03% | Add +0.7% | 3,817 | $332K |
| Fifth Third Securities, Inc. | 0.02% | Add +40.9% | 3,664 | $318K |
| Trail Ridge Investment Advisors, LLC | 0.15% | Add +33.6% | 3,527 | $313K |
| HB Wealth Management, LLC | 0.00% | No change | 3,597 | $312K |
| Good Life Advisors, LLC | 0.02% | Reduce -1.8% | 3,514 | $305K |
| Retirement Planning Group, LLC | 0.01% | Reduce -1.8% | 3,482 | $302K |
| Montz Harcus Wealth Management LLC | 0.15% | Add +10.6% | 3,472 | $302K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -33.1% | 3,468 | $301K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -30.4% | 3,418 | $297K |
| Gibbs Wealth Management | 0.06% | Add +27.3% | 3,387 | $294K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,357 | $292K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -10.1% | 3,304 | $287K |
| Moment Partners, LLC | 0.05% | No change | 3,300 | $287K |
| IVC Wealth Advisors LLC | 0.14% | No change | 3,267 | $284K |
| Citadel Advisors | 0.00% | Reduce -90.3% | 3,249 | $282K |
| IFG Advisors, LLC | 0.05% | Add +0.0% | 3,152 | $274K |
| Wallace Advisory Group, LLC | 0.20% | Reduce -3.3% | 3,438 | $273K |
| Centerpoint Advisors, LLC | 0.09% | Reduce -2.6% | 3,138 | $273K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -11.4% | 3,135 | $272K |
| D. E. Shaw & Co. | 0.00% | Add +6.8% | 3,120 | $271K |
| Goldstein Advisors, LLC | 0.04% | Add +15.9% | 3,060 | $266K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.7% | 3,024 | $263K |
| Delta Capital Management LLC | 0.15% | No change | 3,000 | $261K |
| Pine Haven Investment Counsel, Inc | 0.20% | New | 2,975 | $258K |
| Denver PWM, LLC | 0.08% | Add +0.7% | 2,942 | $256K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -24.5% | 2,932 | $255K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -19.0% | 2,841 | $247K |
| Bank of New York Mellon Corp | 0.00% | Reduce -51.2% | 2,819 | $245K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -80.2% | 2,813 | $244K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -1.1% | 2,769 | $241K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.5% | 2,731 | $237K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -22.2% | 2,705 | $235K |
| Sterling Financial Planning, Inc. | 0.08% | No change | 2,644 | $230K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.6% | 2,628 | $228K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,623 | $228K |
| Measured Wealth Private Client Group, LLC | 0.07% | Add +0.1% | 2,598 | $226K |
| Basepoint Wealth LLC | 0.17% | Add +0.2% | 2,574 | $224K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -6.0% | 2,560 | $222K |
| &partners | 0.00% | Reduce -42.5% | 2,526 | $219K |
| Hudson Portfolio Management LLC | 0.20% | Reduce -3.9% | 2,496 | $217K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -2.4% | 2,469 | $214K |
| Aviso Wealth Management | 0.10% | New | 2,459 | $214K |
| Certified Advisory Corp | 0.02% | Reduce -11.0% | 2,434 | $211K |
| Embree Financial Group | 0.03% | Reduce -11.1% | 2,402 | $209K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,399 | $208K |
| Focus Partners Wealth | 0.00% | Reduce -43.3% | 2,398 | $208K |
| Evoke Wealth, LLC | 0.00% | New | 2,392 | $208K |
| International Assets Investment Management, LLC | 0.02% | New | 2,368 | $206K |
| Somerset Trust Co | 0.07% | New | 2,309 | $201K |
| Topsail Wealth Management, LLC | 0.03% | Add +1.9% | 2,185 | $190K |
| Private Trust Co. NA | 0.02% | Reduce -21.7% | 2,105 | $183K |
| Financial Freedom, LLC | 0.09% | Reduce -41.3% | 1,952 | $170K |
| Tucker Asset Management LLC | 0.05% | No change | 1,903 | $165K |
| Larson Financial Group LLC | 0.01% | Reduce -13.7% | 1,871 | $162K |
| Choate Investment Advisors | 0.00% | New | 1,818 | $158K |
| Glenmede Investment Management, LP | 0.00% | — | 1,800 | $156K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,795 | $156K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 1,700 | $148K |
| Smartleaf Asset Management LLC | 0.01% | Add +279.8% | 1,675 | $145K |
| Creative Financial Designs Inc. | 0.01% | Reduce -14.4% | 1,578 | $137K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +3.0% | 1,421 | $123K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,328 | $115K |
| Hollencrest Capital Management | 0.00% | No change | 1,299 | $113K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +2.1% | 1,294 | $112K |
| Urban Financial Advisory Corp | 0.05% | Add +0.3% | 1,118 | $97K |
| Ballast Advisors LLC | 0.03% | No change | 1,059 | $92K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +29.2% | 906 | $79K |
| CoreCap Advisors, LLC | 0.00% | Add +8.9% | 893 | $78K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Add +0.2% | 864 | $75K |
| Briaud Financial Planning Inc | 0.03% | New | 873 | $75K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +80.7% | 853 | $74K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 832 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 729 | $63K |
| Compass Financial Services Inc | 0.03% | No change | 718 | $62K |
| CX Institutional | 0.00% | No change | 696 | $60K |
| Arcadia Investment Management Corp. | 0.01% | No change | 650 | $56K |
| Horizons Wealth Management | 0.04% | No change | 648 | $56K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 600 | $52K |
| Beacon Capital Management, LLC | 0.01% | Add +12.1% | 574 | $50K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 568 | $49K |
| Concord Wealth Partners | 0.01% | No change | 548 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2.7% | 538 | $47K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -62.0% | 524 | $46K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 433 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 431 | $37K |
| Anchor Investment Management, LLC | 0.00% | No change | 426 | $37K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 418 | $36K |
| Versant Capital Management, Inc | 0.01% | No change | 410 | $36K |
| Tsfg, LLC | 0.01% | Reduce -71.5% | 399 | $35K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 402 | $35K |
| Rossby Financial, LCC | 0.01% | Reduce -2.0% | 394 | $34K |
| Arax Advisory Partners | 0.00% | Add +1454.2% | 373 | $32K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 345 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -11.3% | 321 | $28K |
| Centricity Wealth Management, LLC | 0.02% | No change | 300 | $26K |
| Founders Capital Management | 0.01% | Add +0.3% | 287 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 278 | $24K |
| MCF Advisors LLC | 0.00% | No change | 274 | $24K |
| Legacy Investment Solutions, LLC | 0.01% | — | 273 | $24K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 273 | $24K |
| Orion Capital Management LLC | 0.01% | No change | 270 | $23K |
| Front Row Advisors LLC | 0.01% | Reduce -40.0% | 270 | $23K |
| Copia Wealth Management | 0.02% | No change | 268 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 243 | $21K |
| Capital A Wealth Management, LLC | 0.23% | Add +226.5% | 271 | $21K |
| TD Capital Management LLC | 0.00% | No change | 212 | $18K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 192 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Add +20.0% | 174 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 164 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 154 | $13K |
| Kozak & Associates, Inc. | 0.00% | No change | 145 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | New | 143 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -61.1% | 135 | $12K |
| Exchange Traded Concepts, LLC | 0.00% | New | 135 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 129 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 128 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 116 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 117 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 109 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -29.3% | 104 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 98 | $9K |
| Maseco LLP | 0.00% | — | 97 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 88 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 84 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 84 | $7K |
| WPG Advisers, LLC | 0.01% | No change | 77 | $7K |
| First Community Trust NA | 0.00% | New | 67 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 67 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 53 | $5K |
| Sachetta, LLC | 0.00% | No change | 43 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 39 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 38 | $3K |
| Team Financial Group, LLC | 0.00% | New | 32 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 30 | $3K |
| Archer Investment Corp | 0.00% | No change | 28 | $2K |
| RMG Wealth Management LLC | 0.00% | — | 27 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 21 | $2K |
| Binnacle Investments Inc | 0.00% | No change | 18 | $2K |
| Simplex Trading, LLC | 0.00% | New | 19 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 10 | $869 |
| Howe & Rusling Inc. | 0.00% | New | 10 | $869 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 9 | $781 |
| Whittier Trust Co. | 0.00% | No change | 4 | $347 |
| Bellwether Advisors, LLC | 0.00% | No change | 3 | $264 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $261 |
| Global Wealth Strategies & Associates | 0.00% | No change | 2 | $174 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $87 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is MDYG's weight in each manager's 13F, not the share of SS SPDR S&P 400 MC GR ETF the manager owns.